See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,776 | $107,334+50.7% | $92,893+74.2% | $152,861+5.8% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 26.52% | 145.58%-119.1pp | 109.41%-82.9pp | 345.32%-318.8pp |
| Employer contribution / active EE | $797 | $4,221-81.1% | $3,653-78.2% | $4,762-83.3% |
| Participant deferral / active EE | $12,667 | $4,845+161.5% | $4,236+199.0% | $5,850+116.5% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |